7 Costly Mistakes to Avoid in Your 50s & 60s

About this episode

This episode discusses the interplay of time, health, and wealth in achieving a fulfilling retirement and offers practical financial planning advice.

Robert Gilliland & Karen Heider share lessons drawn from client conversations about the 3-legged stool of life (time, health, and wealth) and why you rarely have all at once. From redefining work-life balance to making smarter spending decisions, this episode blends practical financial planning with the deeper, non-financial factors that drive fulfilling retirements. We share actionable ways to: Maximize the “legs” of the time/health/wealth triangle you have in each stage of lifeUse the p...

People in this episode

Host: Robert Gilliland

Guest: Karen Heider

Topics covered

• financial planning
• retirement
• work-life balance
• spending decisions
• health
• wealth

Keywords

• retirement planning
• financial mistakes
• life balance
• wealth management
• client conversations

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